Apple expects AI features to boost iPhone 16 sales by 10M units

Apple seems to expect iPhone 16 gross sales to considerably outstrip these for final 12 months’s mannequin. A brand new supply-chain report says that the corporate has boosted its A-series chip order from TSMC by 10 million.

Nonetheless, ideas from some quarters that Apple has modified its chip technique this 12 months, giving all 4 iPhone fashions the identical chip, are deceptive …

Apple anticipating very robust iPhone 16 gross sales

Chinese language web site CTEE experiences that Apple has ordered TSMC to organize between 90M and 100M chips for this 12 months’s iPhone 16 line-up.

The provision chain revealed that Apple has raised the order of A18 chips […] It’s estimated that the gross sales will probably be 90 million to 100 million.

This contrasts with a spread of 80M to 90M final 12 months, and suggests the Cupertino firm is anticipating considerably extra gross sales for the iPhone 16 line-up than for final 12 months’s iPhone 15 vary.

A change in chip naming method

For the iPhone 15, Apple gave the 2 Professional fashions a brand new chip often called the A17 Professional, whereas the bottom and Plus fashions acquired the earlier 12 months’s A16 chip.

This 12 months, all fashions are set to be powered by a chip labelled A18, main some to counsel that Apple is altering its chip differentiation technique, and giving all 4 fashions the identical chip.

Nonetheless, what we’re really anticipating is only a change in naming conference.

We’re anticipating the bottom and Plus fashions to get a barely up to date model of the A17 Professional chip, however labelled as an A18. The iPhone 16 Professional and Professional Max will get a brand new chip, labelled the A18 Professional, with important advances in AI and graphics capabilities.

Apple Intelligence will for positive drive gross sales

It could make sense for Apple to anticipate a major bump in gross sales of this 12 months’s iPhones. The headline new function of iOS 18 is, after all, Apple Intelligence.

The one two present iPhone fashions which can help this are the iPhone 15 Professional and Professional Max. So anybody with a less-powerful mannequin – even final 12 months’s base iPhone 15 or iPhone 15 Plus – goes to want to improve to reap the benefits of the brand new AI capabilities.

All 4 iPhone 16 fashions will help AI. Given this, a 10M enhance in gross sales over the iPhone 15 line-up appears eminently achievable.

Check out this piece for a whole listing of all Apple units which can help Apple Intelligence.

iPhone 15 Professional Max photograph by Rohan on Unsplash

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